Bridgewater Wealth & Financial Management’s GE Aerospace GE Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio GE Stock Details GE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$4.07M	Sell	48,611 -2,760	-5%	-$264K	1.62%	25
2017 Q3	$5.95M	Sell	51,371 -2,067	-4%	-$250K	2.44%	18
2017 Q2	$6.92M	Buy	53,438 +2,558	+5%	+$351K	2.31%	15
2017 Q1	$7.27M	Sell	50,880 -552	-1%	-$79.9K	2.66%	9
2016 Q4	$7.79M	Sell	51,432 -1,425	-3%	-$207K	2.95%	9
2016 Q3	$7.5M	Sell	52,857 -1,102	-2%	-$164K	2.77%	12
2016 Q2	$8.14M	Sell	53,959 -1,189	-2%	-$173K	2.94%	10
2016 Q1	$8.4M	Buy	55,148 +4,107	+8%	+$580K	3.05%	9
2015 Q4	$7.62M	Buy	51,041 +1,036	+2%	+$147K	2.95%	11
2015 Q3	$6.04M	Buy	50,005 +1,548	+3%	+$190K	2.5%	15
2015 Q2	$6.17M	Buy	48,457 +637	+1%	+$82.6K	2.62%	16
2015 Q1	$5.69M	Buy	47,820 +457	+1%	+$54.4K	2.43%	16
2014 Q4	$5.74M	Buy	+47,363	New	+$5.82M	2.33%	15

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bridgewater Wealth & Financial Management's GE Position: Q4 2017 in Review

Bridgewater Wealth & Financial Management reduced its GE Aerospace (GE) stake by 5.4% in Q4 2017, selling an estimated $264K and leaving 48,611 shares worth $4.07M. The position accounts for 1.62% of the portfolio, ranked #25.

Bridgewater Wealth & Financial Management first reported a position in GE in Q4 2014 and has held it in 13 quarters since. The position peaked at $8.4M in Q1 2016. 2,105 funds tracked by Wall St. Rank hold GE as of Q4 2017.

Bridgewater Wealth & Financial Management held 48,611 shares of GE Aerospace worth $4.07M as of Q4 2017.
Bridgewater Wealth & Financial Management sold 2,760 GE Aerospace shares in Q4 2017, an estimated $264K.
GE Aerospace made up 1.62% of Bridgewater Wealth & Financial Management's portfolio in Q4 2017, its #25 holding.
Bridgewater Wealth & Financial Management first reported a position in GE Aerospace in Q4 2014 and has held it in 13 quarters since.
Bridgewater Wealth & Financial Management's GE Aerospace position peaked at $8.4M in Q1 2016.
2,105 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q4 2017, filed 13 Feb 2018.